Skip to content
Disclosery

Montis Financial, LLC: ISCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montis Financial, LLC on ISCF, newest first. How the timeline and the estimate are built.

Montis Financial, LLC held 24,009 ISCF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,009 shares
    Change vs previous 13F -2,093 shares

    0.21% of the 13F portfolio, value $1,039,352.

    13F-HR 0001844314-26-000004 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,102 shares
    Change vs previous 13F +30 shares

    0.23% of the 13F portfolio, value $1,090,804.

    13F-HR 0001844314-26-000003 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,072 shares
    Change vs previous 13F -338 shares

    0.21% of the 13F portfolio, value $1,081,469.

    13F-HR 0001844314-26-000001 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,410 shares
    Change vs previous 13F -221 shares

    0.25% of the 13F portfolio, value $1,086,100.

    13F-HR 0001844314-25-000008 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,631 shares
    Change vs previous 13F +6,646 shares

    0.29% of the 13F portfolio, value $1,032,501.

    13F-HR 0001844314-25-000004 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,985 shares
    Change vs previous 13F +2,123 shares

    0.2% of the 13F portfolio, value $673,119.

    13F-HR 0001844314-25-000003 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,862 shares
    Change vs previous 13F +2,140 shares

    0.18% of the 13F portfolio, value $576,589.

    13F-HR 0001844314-25-000001 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,722 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $554,188.

    13F-HR 0001844314-24-000002 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).